Catamount Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$37K Hold
2018
Q4
$36K Hold
2018
Q3
$38K Hold
2018
Q2
$37K Hold
2018
Q1
$35K Hold
2017
Q4
$35K Buy
2015
Q4
Sell
2015
Q3
$1K Hold
2015
Q2
$1K Hold
2015
Q1
$1K Hold
2014
Q4
$1K Buy